Differences

This shows you the differences between two versions of the page.

--- master:customer [2017/10/03 16:20] – [Delete Customer] dcumming
+++ master:customer [2025/01/21 22:07] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Adding and Maintaining Customers ======
-A Customer is an owner of Volumes. This page details how to Add or Delete Customers.
+A [[object:customer|Customer]] is an owner of [[object:volume|Volumes]]. This page details how to Add or Delete [[object:customer|Customers]].
 ===== Add Customer =====
-To add a Customer, right-click on the [[master:customer_tree#server-node|Server Node]] of the [[master:customer_tree|Customer Tree]] and select "Add Customer".
+To add a [[object:customer|Customer]], right-click on the [[master:customer_tree#server-node|Server Node]] of the [[master:customer_tree|Customer Tree]] and select ''Add Customer''.
-{{:master:tapemaster_add_customer.png}}
+{{add_customer_menu.gif}}
-This will launch a modified version of the Customer Properties Window.
+This will launch the ''Edit New Customer'' window.
-The first tab on the Add Customer window is the Identity tab. The Identity tab requires the input of a Customer-ID and a Customer Description. You can add up to four characters as the Customer-ID and up to forty characters for the Customer Description.
-{{:master:tapemaster_add_customer_identity.png}}
+==== Identity ====
-The Contact Details tab provides a location for contact details for that customer.
+The first tab on the ''Add Customer'' window is the ''Identity'' tab.
-{{:master:tapemaster_add_customer_contact.png}}
+Enter the [[object:customer|Customer-ID]] and a [[object:customer|Customer Description]].
-The Options tab can be utilized to set specific details about a customer. These details are accessible at any point by right-clicking the customer and selecting Properties.
+You can add up to four alphanumeric characters as the [[object:customer|Customer-ID]] and up to forty alphanumeric characters for the [[object:customer|Customer Description]].
-{{:master:tapemaster_add_customer_options.png}}
+{{add_customer_identity.gif}}
-  * **Hide Customer** when set to true removes the customer from view in the customer tree.
+==== Contact Details ====
-  * **Disallow Customer Duplicates** stops the duplication of [[object:volume|volume ID's]] across the customer media types.
-  * **Disallow Global Duplicates** stops the duplication of [[object:volume|volume ID's]] across all customers.
-  * **Volume Lock** stops any [[object:volume|volumes]] within this customer
-  * **Hide No Children** stops the display of this customer unless showing children or has [[object:media|media]] defined.
-  * **Allowable Media-ID Filter**, if set, restricts the allowable [[object:volume|volume ID]] formats for this customer.
-  * **Maximum number of Media-ID's** that can be created for this customer ID.  0=No limit.
-  * **Holiday Group** assigns a group for [[subsystem:simplemanagement|simple management]] calculations of holidays to avoid.
-  * **Customer Category** is an arbitrary number that can be set to group Customers for batch processing.
-  * **Parent Customer** displays the current customer as a child under the selected customer.
-  * **Account Number** Iron Mountain (or other 3rd party) account number.
+Enter the contact details for the [[object:customer|Customer]] in the ''Contact Details'' tab.
+{{add_customer_customer_details.gif}}
-Once you click "Save", TapeMaster will open a window asking if you'd like to add some [[object:media|media]] to this customer. If selected yes, then TapeMaster will display the ''Add [[object:media|Media Types]] for new Customer'' window. Create relevant [[object:media|Media Type]] by changing the ''Create'' option from ''False'' to ''True''.  Other fields may be edited to customize your values.
+==== Options====
-{{:master:tapemaster_add_customer_media.png}}
+The ''Options'' tab can be utilized to set specific details about a [[object:customer|Customer]]. These details are accessible at any point by right-clicking the [[object:customer|Customer]], on the [[master:customer_tree|Customer Tree]] and selecting ''Properties''.
-Click ''OK'' to continue.
+{{add_customer_options.gif}}
+  * **Hide Customer** when set to true removes the [[object:customer|Customer]] from view in the [[master:customer_tree|Customer Tree]].
+  * **Disallow Customer Duplicates** stops the duplication of [[object:volume|Volume-ID's]] across the [[object:customer|Customer]] [[object:media|Media Types]].
+  * **Disallow Global Duplicates** stops the duplication of [[object:volume|Volume-ID's]] across all [[object:customer|Customers]].
+  * **Volume Lock** stops any [[object:volume|Volumes]] moving within this [[master:customer|Customer]].
+  * **Hide No Children** stops the display of this [[master:customer|Customer]] unless showing children or has [[object:media|Media]] defined.
+  * **Allowable Media-ID Filter**, if set, restricts the allowable [[object:volume|Volume-ID]] formats for this [[master:customer|Customer]].
+  * **Maximum number of Media-ID's** that can be created for this [[object:customer|Customer-ID]].  0=No limit.
+  * **Holiday Group** assigns a group for [[subsystem:simplemanagement|Simple Management]] calculations of holidays to avoid.
+  * **Customer Category** is an arbitrary number that can be set to group [[master:customer|Customers]] for batch processing.
+  * **Parent Customer** displays the current [[object:customer|Customer]] as a child under the selected [[master:customer|Customer]].
+  * **Account Number** Iron Mountain (or other third-party) account number.
+  * **Long Barcode Attribute** adds un-hashed long Barcode to selected Attribute.
-The next prompt will be to add the relevant [[object:repository|repositories]].  Create relevant [[object:repository|repositories]] by changing the ''Create'' option from ''False'' to ''True''.  Other fields may be edited to customize your values.
-{{:master:tapemaster_add_customer_repositories.png}}
+Once you click ''Save'', TapeMaster will open a window asking if you'd like to add some [[object:media|Media]] to this [[object:customer|Customer]].
-===== Delete Customer =====
+{{add_media_popup.gif}}
-To delete a customer, right-click on the Customer in the Customer Tree and select Delete Customer.
+If yes is selected, then TapeMaster will display the ''Add [[object:media|Media Types]] for new Customer'' window. Create relevant [[object:media|Media Type]] by changing the ''Create'' option from ''False'' to ''True''.  Other fields, [[object:media|Media-ID]] and [[object:media|Description]] may be edited or customized to your required values.
-{{:master:tapemaster_delete_customer.png}}
+The Media Description may be edited at a later point but the Media-ID is permanent.
-A customer may only be deleted when it does not contain [[object:media|Media Types]], [[object:repository|Repositories]], or [[object:volume|Volumes]].
-{{:master:tapemaster_delete_customer_error.png}}
+{{add_media.gif}}
-If you receive this error, delete all [[object:volume|volumes]], then all [[object:repository|repositories]] and all media types before deleting customer.
+Click ''OK'' to continue.
-You can also delete customers (without the need to remove [[object:volume|volumes]], [[object:repository|repositories]] and media types first) by using the Customer Delete plugin.  From the menu select ''Tools'' -> ''Plugins'' and then ''Customer Deletion Utility''.
+The next prompt will be to add any required [[object:repository|Repositories]].  Create relevant [[object:repository|Repositories]] by changing the ''Create'' option from ''False'' to ''True''.  Other fields, [[object:repository|Repository-ID]] and [[object:repository|Description]], may be edited or customized your required values.
+{{add_repositories.gif}}
+===== Delete Customer =====
-Check each [[object:customer|customer]] you wish to remove and click ''Delete Selected'' and ''Yes'' to the warning popup.  Exit out of the plugins window and press F5 in the [[master:customer_tree|customer]] tree to refresh information.
+To delete a [[object:customer|Customer]], right-click on the [[object:customer|Customer]] in the [[master:customer_tree|Customer Tree]] and select ''Delete Customer''.
+{{delete_customer.gif}}
+A [[object:customer|Customer]] may only be deleted when it does not contain [[object:media|Media Types]], [[object:repository|Repositories]], or [[object:volume|Volumes]].
+{{:master:tapemaster_delete_customer_error.png}}
+If you receive this error, for this Customer, delete all [[object:volume|Volumes]], then all [[object:repository|Repositories]] and all [[object:media|Media types]] before deleting a [[object:customer|Customer]].
-<- master:user|Adding a new user-ID^ master:starting|Getting Started ^ master:media|Creating a new media type ->
+<- master:user|Adding a new User-ID^ master:starting|Getting Started ^ master:media|Creating a new Media Type ->